| Title | Description | Download PDF |
|---|---|---|
| 2024 Tax Prep Checklist | A comprehensive list of documents needed for tax preparation. | Download |
| Audit Pro Assistance Agreement | Terms for receiving professional audit assistance. | Download |
| General Tax Document Checklist | Guide for gathering necessary tax documents. | Download |
| 7216 Consent to Use and Disclosure of Tax Return Information | Authorizes disclosure of your tax information. | Download |
| Tax Intake Information | Essential personal and financial details for tax prep. | Download |
| Affiliate Information | Key details for affiliate program participants. | Download |
| Affiliates Onboarding with W-9 | Onboarding package for new affiliates, including W-9. | Download |
| Affiliate Information with ACH | Information for payment processing via ACH. | Download |
| Preparer's Due Diligence | Responsibilities for tax preparers regarding client information. | Download |
| Rental Property Tax Document Checklist | Guide for landlords to gather tax-related documents. | Download |
| Self-Employed Tax Document Checklist | Checklist for self-employed individuals for tax prep. | Download |